| GHP Investment Advisors, Inc. | 21 | $3.95K | 0.00% | 00.0% | Unchanged |
| Richards, Merrill & Peterson, Inc. | 21 | $3.95K | 0.00% | +21 | New |
| TD Capital Management LLC | 20 | $3.79K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 20 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $3.76K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 18 | $3.38K | 0.00% | +18 | New |
| TCTC Holdings, LLC | 16 | $3.01K | 0.00% | +16 | New |
| Painted Porch Advisors LLC | 16 | $3.01K | 0.00% | +16 | New |
| Sachetta, LLC | 15 | $2.82K | 0.00% | +4+36.4% | Added |
| Beacon Capital Management, LLC | 14 | $2.63K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 14 | $2.63K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 12 | $2.26K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 11 | $2.07K | 0.00% | −1−8.3% | Reduced |
| WealthTrak Capital Management LLC | 10 | $1.88K | 0.00% | +10 | New |
| CBIZ Investment Advisory Services, LLC | 9 | $1.69K | 0.00% | +9 | New |
| Crowley Wealth Management, Inc. | 9 | $1.69K | 0.00% | +9 | New |
| Cullen/Frost Bankers, Inc. | 8 | $1.51K | 0.00% | −29−78.4% | Reduced |
| Global Financial Private Client, LLC | 8 | $1.50K | 0.00% | +3+60.0% | Added |
| Iron Horse Wealth Management, LLC | 7 | $1.32K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 6 | $1.13K | 0.00% | −18−75.0% | Reduced |
| Leonteq Securities AG | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.13K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.13K | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 6 | $1.13K | 0.00% | +6 | New |
| FLP Wealth Management, LLC | 6 | $1.05K | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 5 | $940 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $940 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $819 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $753 | 0.00% | +4 | New |
| Old Second National Bank of Aurora | 4 | $752 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $752 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 3 | $578 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $493 | 0.00% | +3 | New |
| DHJJ Financial Advisors, Ltd. | 2 | $377 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $376 | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $376 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $188 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1 | $188 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 207 | $107 | 0.00% | +114+122.6% | Added |
| Junto Capital Management LP | 0 | $0 | 0.00% | −291,197−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −249,393−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −245,967−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −83,127−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −79,400−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −77,500−100.0% | Sold out |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 0 | $0 | 0.00% | −56,200−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −44,655−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −18,200−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −10,429−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −10,394−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −10,254−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −5,644−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,619−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −4,018−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −110,166−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −3,106−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Altfest L J & Co Inc | 0 | $0 | 0.00% | −2,284−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,685−100.0% | Sold out |
| Baron Wealth Management LLC | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −1,654−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −1,533−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −1,460−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| City Center Advisors, LLC | 0 | $0 | 0.00% | −1,311−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −1,240−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −1,147−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Lummis Asset Management, LP | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −370−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −367−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |